See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,153 | $167,307+78.2% | $143,757+107.4% | $134,475+121.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -12.59% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $9,072 | $5,619+61.4% | $4,951+83.2% | $4,740+91.4% |
| Participant deferral / active EE | $9,318 | $6,446+44.6% | $5,637+65.3% | $6,400+45.6% |
| Admin fee / account holder | $1,492 | $18,088-91.8% | $14,673-89.8% | $11,426-86.9% |